carry over unpaid invoice
how do you carry over unpaid invoice to the next year thanksCustomize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) JenTimesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) JenDifference on the ideas sites
Hi What is the difference between this ideas forum and the one that you are redirected from the help option of zoho invoice? zohofinance.uservoice.com I have posted some ideas there and also voted ones and didnt appear here, should I enter here also? Regardsunderstanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatagesAdd ability to invoice customer for all projects in a given time period
I am a professional who sends out invoices on a monthly basis. In a particular month, I sometimes do more than one project for a particular client. I would like to be able to: Choose a time period Choose a customer Invoice that customer for work done on multiple projects during that time period. This would include: A cover page including a figure representing all time billed during the period on all projects Separate pages for detailed invoices for each project billed Ability to apply retainer invoicetimesheet as an expense
How can I show timesheet info as a project expense on the dashboard? :) JenMy phone number and email doesn't show on my invoices
Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?! Thank you.Logo printed on invoices - can it be smaller?
Currently when adding the logo to the printed invoices, it occupies a big part of my upper area on the page. Any chance I can make the logo smaller? Thanks a lot for an idea, DianaA Better Way to Share Ideas!
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Invoice. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updatedUsing + and & characters
In the Customer API I cannot use these characters in the name and display name fields. I am using PHP, is there an encoding I need for this? ThanksInvoices
Hi All, How can I add canadian taxes (GST and QST) to the Invoices modules?Attachments in Invoice.
This would be really helpful for me as I would like to attach images/concepts to invoices and estimates. Just a thought. Keep up the good work. WayneSpecial characters in display name i.e. "+", "&"
Using the api for contacts within invoicing using PHP the "+" and "&" do not work. I have tried rawurlencode etc. but am having no luck. Is there a standard for this? ThanksZoho Invoice: add an image to items
Hello, I would like to add images to my invoices for each Item that I sell. so that customers recognize the items listed on the invoice. is this possible? thanks! JamieAditional Image on Invoice
I need an additional image on the invoice, would you consider this for future updates?Customer Activity
Is there a way to create a report that will show the last time a customer used their account? Thank you!Create Credit note from creator using api
Hi, I have created the following code in creator. myMap = map(); myMap.put("organization_id", "*****"); myMap.put("customer_id", "*****"); myMap.put("reference_number", input.Reference); myMap.put("date", input.Credit_Note_Date); Item = List(); for each value in Item_Details { Item.add(value.Tax); Item.add(value.Rate); Item.add(value.Notes); Item.add(value.Item_Description); Item.add(value.Terms1); Item.add(value.unit); Item.add(value.Item_Details); Item.add(value.quantity);How to show total QTY in an invoice?
hi, i cannot find any set up to tick the field and show the total quantity in an invoice. sometimes our company have a lot items to be put in an invoice and if beside the total amount have a field to show total QTY, it will help a lot.Carry hours forward
Is it possible to partially invoice a client for a number of hours and then carry the rest over into a future invoice? Ex: I billed a client for 100 hours, they only budget 75 hours, they want me to bill for 75 hours and then 25 hours later. Is that possible? If not, please suggest an alternative. Thank you.Issues attaching documents to invoices
I have 2 businesses that i use zoho for. One of my businesses i need to attach work orders to every invoice. I discovered that every time i try to attach more than one document it for some reason blocks all attachments for that invoice and all others after that. so i then have to email them separately, which is a bit annoying, but more unprofessional looking. twice i tried to handle this issue with customer service... and nothing worked until they did some sort of system update. the last time i madeRecurring proforma invoice
Hello, I'm a newbie to Zoho Invoice, and I'm really enthusiastic about it! I'm considering to subscribe standard or professional plan, but... It would be essential for me if I could generate recurring proforma with specific automatic numbering, different from invoices. I'm aware that there is no direct way to create a "Proforma Invoice" in Zoho Invoice, and as a workaround I can customize an estimate template, but when generating recurring invoices I can't select that template!!! Any idea for me?Custom item fields
Hi ZoHo, I am just getting to grips with the software, and customizing like mad :=) One thing I miss is a set of custom fields for items. For example, I am a translator working on a per-job basis and being able to have a few more fields per item such as: - Item price type (e.g. "per word", "fixed offer", etc.) - Item completion date (i.e. when the job was completed) would be ver useful! For now, I can stick all of this into the "Description" field and use a bit of HTML to format it nicely, but itTemplates: Billing Address won't display
Hello: I have set up my template and can't get my customers billing address information to display on the invoice. The information is in the customers contact details but will not display on the invoice. Can someone help me as I have already spent way to much time trying to sort this out.How to enter write off amount for an invoice?
In Settings>Templates>Customize Template>Total section for invoice customization, there is an option under "Show Payment Details" that says "Write off Amount." I would like to use that section to write off a dollar amount on an invoice. However, I am at the "New invoice" screen for a project and do not see a field in the Total section where I can enter a write off amount. Instead, I see only a field where I can enter a discount percentage. I do not want to discount the invoice by a percentage; IFree Plan Of Zoho Invoice
We recommend offering a free plan of zoho books. With the ability to have 100 customers and unlimited invoicing. Hope this is added soon! Regards, Kim Support Manager @ Jacob's Sales & Tech StoreAdd display by week view to "All Timesheet" display
Currently, the Timesheet>All Timesheet>Calendar view is monthly only. Also, each day shows the time spent on each task, but does not identify the project (you have to click on the entry to display details). I bill most projects using the timer. I would like to be able to view my timesheet on a weekly calendar (similar to the weekly display view in Google Calendar) so there is more room to show details. The detail shown should be the project name, not the task name. Total time elapsed would be helpful,Show timesheet date in separate column on invoice
Currently, if you choose to show the "timesheet date" in the item description, it appears under under the "task and description" column. However, this ends up putting multiple types of data in the same column. The date should be in its own column. I do not see an option under Templates>Item Table>For Invoices created from Projects to add a column for timesheet date (which, on the invoice, should be called "date").Write off balance.
I have a customer that has made partial payment but isn't able to pay the balance. I was just going to write it off but the option is no longer there once a payment has been made. I even created a test invoice to make sure that's what's going on. The write off option disappears as soon as a partial payment is made. This is what a write off option is for so it should still be available after a partial payment is made. Please let me know why it is no longer available.Notification of overdue invoice
Hi, Is it possible to receive notifications of overdue invoices as a user, the same as the email you receive when a draft invoice has been created? Thanks, KarenLog-in
The invoice login page keeps redirecting me to the company profile set-up page..........I cannot log in! What's the deal? Is the system down?The template engine is totally useless!
Actually this is not a new request, neither a new complaint: the (not so new) PDF templating engine is crap! It is nearly impossible to stick to local regulations - some fields are always missing or not where I need them. This engine was proposed to be a successor for the old totally customizable editor - I really miss that. Moreover, two years ago, Zoho promised to reactivate an editor for the "power users" - still waiting for this. I'm really pissed! ... and the reason is quite obvious: spend twoZoho Invoice Collaboration among businesses
Hi, Please give me solution for this use case. Use Case: I am running a business and using zoho invoice and billing my clients. I have enabled client portal to one of my client and he using the portal for viewing their estimates/invoices. Now, my client(friend) want to signup zoho invoice for his business but he also wants to receive the invoices which I have created for him in his account. Is this possible?Can users associate a paid retainer invoice to a project?
I am new to Zoho Invoice. For a new client, I issued a retainer invoice, which the client paid. For the same client, I then created a project. I do not see a way to associate the retainer invoice (which has already been paid) with the project. From this page https://www.zoho.com/books/help/retainer-invoice/retainer-project.html, it looks like I must create the project first, then create a retainer invoice associated with the project. Is that correct?Start timer widget on android app
Ik would be great to be able to start the timer directly from a widget on my android homescreen. I use the existing widget, but it only allows me to start a new time-entry. Best regards!My pdf invoices are printing blank
Whatever I do, I can not print pdf invoice properly. I can see the invoices in the browsers ( Safari, Chrome, Firefox, Opera ), but any browser fails to print the invoice as a PDF properly. Please let me know how to around this problem. I'm using Max OS X Yosemite (version 10.10.1). The attached image is what I see when I open the zoho invoice pdf file using Preview. This image is the screen shot of the top part of the invoice where everything is blank but I see the total price near the bottomWhy Can't I Get to Zoho Invoice Anymore?
In the past few days, when I click on Zoho Invoice, it takes me to timesheets. I've never used timesheets. I want to create an invoice for a client, but I can no longer navigate to create an invoice. Don't know what happened. No changes to my account recently. EvanLonger Customer Notes
Hello, In my estimates I am using the customer notes section as the scope for the project. However, it is saying that my notes are too long and need to be shortened. How can I extend the length of the notes area to allow for more text?Chinese Problem in Credit Note PDF creation in zoho invoice
The chinese cannot display correct. Same situation in Received payment template also.Next Page
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Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing ZohoAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP VelocityTips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers toUpdate on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsEnhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
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What's New in Zoho Invoice | August - October 2024
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Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collectZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
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